Who We Serve

Empowering Success for Federal-Focused Agencies

Our history of discovering and delivering value for the VA Home Loan Guaranty (LGY) Program and Veterans began in 2001 when three of our Executive Leaders participated in the business process redesign (BPR) and transformation of the VA Loan Electronic Reporting Interface (VALERI), VA’s loan servicing oversight and payment processing system. Fast forward nine years, and we answered the call to modernize VALERI. Launching in 2019, VALERI-R continues to be an integral system for the VA. Since then, we continue to serve the VA as product and technology steady state and transformation leaders, laser-focused on making homeownership more accessible and affordable for our nation’s Veterans.

We are grateful to serve USDA since 2020, providing program and strategic leadership, MISMO, and industry subject matter expertise to many of its largest initiatives, including most recently, the USDA Rural Development (RD) SURPASS modernization. This transformation provides increased access to homeownership opportunities through a modernized, cloud-based residential Loan Origination System (LOS) and a Point of Sale (POS) system. With Salesforce and ICE Mortgage Technology as our partners, we are confident that USDA RD’s Direct Home Loan program will realize its mission to help farmers and rural America achieve homeownership.

PhoenixTeam was recently awarded a $55 million, 5-year contract with the Department of Housing and Urban Development (HUD) for development, modernization, and enhancement (DME) support services for FHA Catalyst. FHA Catalyst is the Federal Housing Administration’s information technology modernization initiative, connecting systems, people, and data to support the homeowners, renters, and communities FHA serves more effectively.

To achieve the mission, we partnered with Salesforce, a top provider of cloud products and mortgage solutions, along with Nginering, a small business specializing in IT modernization and digital transformation, and C-HIT, a CMMI Level 5 appraised business transformation solutions provider, who is also the co-prime for this opportunity.

With this award, Blue Phoenix now serves the three largest federal housing agencies in the country, HUD FHA, VA LGY, and the Department of Agriculture Rural Development Service in making homeownership available for all Americans through modernized technology.

 
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Project: Loan Guaranty (LGY) Service – Development, Security and Operations (DevSecOps)

  • Period of Performance: 06/2020-06/2021 with 4 option years
  • Contract Position: Subcontractor
  • Services Provided: Product Discovery and Management, Solution Architecture and Design, Quality Management, Implementation Support, Industry and MISMO Subject Matter Expertise

Project: VALERI-R Modernization

  • Period of Performance: 09/2017-10/2017 with 3 option years
  • Contract Position: Subcontractor
  • Services Provided: Product Discovery and Management, Requirements Analysis and Capture, Solution Architecture and Design, Quality Management, Implementation Support, Industry and MISMO Subject Matter Expertise
 
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Project: Support for UniFi Replacement Providing and Advanced Streamlined System (SURPASS) Development, Modernization, and Enhancement (DME)

  • Period of Performance: 01/2023-01/2024 with 5 Task Orders over 5 Years
  • Contract Position: Prime
  • Services Provided: Vision and Strategy, Product Discovery and Management, Solution Architecture and Design, PMO and Implementation Support, Quality Management, Salesforce, Industry and MISMO Subject Matter Expertise

Project: USDA GUS Specification

  • Period of Performance: 09/2021-09/2022
  • Contract Position: Sole Source
  • Services Provided: PMO Support, Data Mapping Strategic Vision, Product Discovery and Management, Industry and MISMO Subject Matter Expertise

Project: Program Management Support Services for RD

  • Period of Performance: 3/2020-3/2021 – 8 Month Base with 4 month Option (Exercised)
  • Contract Position: Sole Source
  • Services Provided: Vision and Strategy, Product Discovery and Management, PMO and Implementation Support, Quality Management, Salesforce, Industry and MISMO Subject Matter Expertise

Project: USDA URLA Mapping and GUS Rapid Assessment

  • Period of Performance: 03/2020-07/2020
  • Contract Position: Sole Source
  • Services Provided: Product Discovery and Management, Data Solution Architecture and Design, Industry and MISMO Subject Matter Expertise

Project: USDA RD B2G Solution

  • Period of Performance: 12/2018-03/2019
  • Contract Position: Subcontractor
  • Services Provided: Product Leadership, Industry Subject Matter Expertise, PMO and Implementation Support

Project: Uniform Residential Loan Application (ULAD) Data Mapping Strategy

  • Period of Performance: 01/2018-02/2019
  • Contract Position: Subcontractor
  • Services Provided: Data Mapping Strategic Vision, Product Management, Data Solution Architecture and Design, PMO and Implementation Management, Industry and MISMO Subject Matter Expertise
 

Project: FHA Catalyst – Development, Modernization, and Enhancement Support Services

  • Period of Performance: 05/2023-05/2024 base with 4 option years
  • Contract Position: Co-Prime
  • Services Provided: Product Management, Training and Change Management, PMO and Implementation Support, Delivery Management

U.S. Department of Veterans Affairs (VA)

Our history of discovering and delivering value for the VA Home Loan Guaranty (LGY) Program and Veterans began in 2001 when three of our Executive Leaders participated in the business process redesign (BPR) and transformation of the VA Loan Electronic Reporting Interface (VALERI), VA’s loan servicing oversight and payment processing system. Fast forward nine years, and we answered the call to modernize VALERI. Launching in 2019, VALERI-R continues to be an integral system for the VA. Since then, we continue to serve the VA as product and technology steady state and transformation leaders, laser-focused on making homeownership more accessible and affordable for our nation’s Veterans.

 
1 2

Project: Loan Guaranty (LGY) Service – Development, Security and Operations (DevSecOps)

  • Period of Performance: 06/2020-06/2021 with 4 option years
  • Contract Position: Subcontractor
  • Services Provided: Product Discovery and Management, Solution Architecture and Design, Quality Management, Implementation Support, Industry and MISMO Subject Matter Expertise

Project: VALERI-R Modernization

  • Period of Performance: 09/2017-10/2017 with 3 option years
  • Contract Position: Subcontractor
  • Services Provided: Product Discovery and Management, Requirements Analysis and Capture, Solution Architecture and Design, Quality Management, Implementation Support, Industry and MISMO Subject Matter Expertise

U.S. Department of Agriculture (USDA)

We are grateful to serve USDA since 2020, providing program and strategic leadership, MISMO, and industry subject matter expertise to many of its largest initiatives, including most recently, the USDA Rural Development (RD) SURPASS modernization. This transformation provides increased access to homeownership opportunities through a modernized, cloud-based residential Loan Origination System (LOS) and a Point of Sale (POS) system. With Salesforce and ICE Mortgage Technology as our partners, we are confident that USDA RD’s Direct Home Loan program will realize its mission to help farmers and rural America achieve homeownership.

 
1 2 3 4 5 6

Project: Support for UniFi Replacement Providing and Advanced Streamlined System (SURPASS) Development, Modernization, and Enhancement (DME)

  • Period of Performance: 01/2023-01/2024 with 5 Task Orders over 5 Years
  • Contract Position: Prime
  • Services Provided: Vision and Strategy, Product Discovery and Management, Solution Architecture and Design, PMO and Implementation Support, Quality Management, Salesforce, Industry and MISMO Subject Matter Expertise

Project: USDA GUS Specification

  • Period of Performance: 09/2021-09/2022
  • Contract Position: Sole Source
  • Services Provided: PMO Support, Data Mapping Strategic Vision, Product Discovery and Management, Industry and MISMO Subject Matter Expertise

Project: Program Management Support Services for RD

  • Period of Performance: 3/2020-3/2021 – 8 Month Base with 4 month Option (Exercised)
  • Contract Position: Sole Source
  • Services Provided: Vision and Strategy, Product Discovery and Management, PMO and Implementation Support, Quality Management, Salesforce, Industry and MISMO Subject Matter Expertise

Project: USDA URLA Mapping and GUS Rapid Assessment

  • Period of Performance: 03/2020-07/2020
  • Contract Position: Sole Source
  • Services Provided: Product Discovery and Management, Data Solution Architecture and Design, Industry and MISMO Subject Matter Expertise

Project: USDA RD B2G Solution

  • Period of Performance: 12/2018-03/2019
  • Contract Position: Subcontractor
  • Services Provided: Product Leadership, Industry Subject Matter Expertise, PMO and Implementation Support

Project: Uniform Residential Loan Application (ULAD) Data Mapping Strategy

  • Period of Performance: 01/2018-02/2019
  • Contract Position: Subcontractor
  • Services Provided: Data Mapping Strategic Vision, Product Management, Data Solution Architecture and Design, PMO and Implementation Management, Industry and MISMO Subject Matter Expertise

U.S. Department of Housing and Urban Development (HUD) Federal Housing Administration (FHA)

PhoenixTeam was recently awarded a $55 million, 5-year contract with the Department of Housing and Urban Development (HUD) for development, modernization, and enhancement (DME) support services for FHA Catalyst. FHA Catalyst is the Federal Housing Administration’s information technology modernization initiative, connecting systems, people, and data to support the homeowners, renters, and communities FHA serves more effectively.

To achieve the mission, we partnered with Salesforce, a top provider of cloud products and mortgage solutions, along with Nginering, a small business specializing in IT modernization and digital transformation, and C-HIT, a CMMI Level 5 appraised business transformation solutions provider, who is also the co-prime for this opportunity.

With this award, Blue Phoenix now serves the three largest federal housing agencies in the country, HUD FHA, VA LGY, and the Department of Agriculture Rural Development Service in making homeownership available for all Americans through modernized technology.

 

Project: FHA Catalyst – Development, Modernization, and Enhancement Support Services

  • Period of Performance: 05/2023-05/2024 base with 4 option years
  • Contract Position: Co-Prime
  • Services Provided: Product Management, Training and Change Management, PMO and Implementation Support, Delivery Management

Contract Vehicles & Designations

We bring multifaceted leadership expertise to these agencies and partnerships to help them strategize, design, develop, test and implement some of the most challenging and complex initiatives in the industry.

GSA Schedule

IT Schedule 70

Contract No.: 47QTCA23D00BT
Dates: July 21, 2023 – July 20, 2028
SAM: Registered
Business Size: Small Business
CAGE No.: 9KLT9
UEI: EE9FJ7MXJ5Z7

Special Item Numbers (SINs):

54151S Information Technology Professional Services (GSA Schedule 70 previously 132 51)
541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business (Professional Services Schedule (PSS) previously 520 2)

NAICS:

541511 Custom Computer Programming Services

541512 Computer Systems Design Services

541513 Computer Facilities Management Services

541519 Other Computer Related Services

541611 Administrative Management and General Management Consulting Services

SDVOSB

Blue Phoenix is a proud United States Department of Veterans Affairs (VA) Center for Verification and Evaluation (CVE) certified Service-Disabled Veteran-Owned Small Business (SDVOSB).

Client Stories

Every client gets the best of Blue Phoenix. We are in lockstep and arm-in-arm with our clients through their technology evolution. Here is a glimpse into some of those stories.

U.S. Department of Agriculture (USDA)

USDA requested our mortgage transformation brains and brawn two years into a Salesforce Community and Government Cloud implementation. With our passion for helping people find home ownership opportunities in rural America, we were thrilled to answer the call. Within one year, our team successfully implemented the new Guaranteed Underwriting System based on the new Uniform Residential Loan Application and FNMA DU MISMO 3.4 v 1.8.1 specifications for import file. We leveraged our product management, implementation, quality assurance, backlog management and lender engagement expertise to bring this one home for the farming community.

Our Impact

  • 15 Integrations
  • 1400 Active Lender Participants
  • Path B -> G Automation
  • Custom Redesign

U.S. Department of Agriculture

PMO and Implementation Support

U.S. Department of Veterans Affairs (VA)

What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We protoyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.

Our Impact

  • ~1.25M Loans Originated and Guaranteed Annually
  • 3,800 Lenders/Agents Using VA Applications
  • Custom Redesign

U.S. Department of Veterans Affairs

Product Management

U.S. Department of Veterans Affairs (VA)

Modernizing VALERI for VA Loan Guaranty was a tall order. Using industry best practices, we were the gatekeepers of quality for our agile development teams. Utilizing a hybrid approach of manual and automation testing, we were both the check and the balance that our program demanded.

Our Impact

  • 200+ Features
  • 40+ Integrations
  • Go-Live Milestone Achieved
  • Repeat Client

U.S. Department of Veterans Affairs

Development + Testing

U.S. Department of Agriculture (USDA)

Midway into the USDA implementation of new Guaranteed Underwriting System (GUS), the Agency made a change to intake Fannie Mae Desktop Underwriter MISMO 3.4 v1.8.1 for easier lender and vendor adoption. At this time, Phoenix joined their efforts to handle End to End testing. Our team of experienced User Acceptance Testers (UAT) took the lead to create a testing strategy and plan followed by script writing, defect management, test matrix, executive reporting and gap analysis. Our partnership with Rural Housing Single Family Housing National Office (SFHNO) and the project team turned from End to End testing to full functional story testing. Within a year, we had the new and improved GUS system to Production. In the Phoenix way, we made sure Rural Housing SFHNO had the tools for continued quality UAT for when they would take those reigns.

Our Impact

  • 900+ Stories
  • 25 Sprints
  • Go-Live Milestone Hit
  • 15 Integrations

U.S. Department of Agriculture

Development + Testing

U.S. Department of Veterans Affairs (VA)

When VA Loan Guaranty needed a trusted partner to modernize their loan servicing oversight system (VALERI-R), they relied on us to plan, design, develop and deliver 508 compliant, custom curriculum to thousands of servicing partners and over 350 VA employees. In addition to the Virtual Instructor Led training through Adobe Connect, we partnered with the VA’s leadership team to record a series of 10 training modules to ensure new VALERI users had immediate access to critical training. This online training was supplemented with user access to a Salesforce sandbox where users were given hands-on exercises to reinforce the tutorial based training. Finally, we utilized Salesforce Knowledge to create a fully online User Guide which contains hundreds of Knowledge articles for VA and Servicer users. This training was instrumental in successfully releasing VALERI-R to production in 2019.

Our Impact

  • 350+ VA Employee Users
  • 3,000 Servicer Users
  • 200+ Knowledge Articles
  • 25+ Hours of Training

U.S. Department of Veterans Affairs

Transformation Vision & Strategy

U.S. Department of Veterans Affairs (VA)

LGY sought our analytics support to gain automated access to end-to-end insights around their program. Given the highly manual loan file review process, only a small subset of closed loans could be reviewed at any given time. PhoenixTeam and our industry partners delivered a pilot initiative to enable API integration with lenders, collect transform and store closing data, execute both business and system rules, provide exception alerts, and build prototype of Dashboard using Microsoft Power BI. We facilitated and led discussions between several companies and divisions within the VA to engage with lenders and LOS systems, provide SAFe and Agile best practices for SDLC, provide industry standards and uncover requirements with business leaders to deliver a pilot system. This pilot enabled future work to automate the UCD file exchange between the VA and their lending community and provide analytical insights.

Our Impact

  • Enabled the exchange and storage of MISMO Standard UCD data
  • Rule logic for over 140 rules
  • Beta dashboard to analyze

U.S. Department of Veterans Affairs

Solution Architecture

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Learn more about Blue Phoenix and how we serve those who serve and deliver solutions that exceed our customer’s expectations.